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Beam Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Beam Wealth Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,579
Closed -$234K – 113
2025
Q2 		$234K Sell
10,579
-218
-2% -$4.54K 0.07% 107
2025
Q1 		$214K Buy
+10,797
New +$212K 0.07% 101

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Beam Wealth Advisors's SCHF Position: Q3 2025 in Review

Beam Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2025, closing a stake of 10,579 shares — an estimated $234K sold.

Beam Wealth Advisors first reported a position in SCHF in Q1 2025 and held it in 2 quarters. The position peaked at $234K in Q2 2025. 1,395 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

  • Beam Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,579 Schwab International Equity ETF shares in Q3 2025, an estimated $234K.
  • Beam Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2025 and held it in 2 quarters.
  • Beam Wealth Advisors's Schwab International Equity ETF position peaked at $234K in Q2 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on Beam Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.